Key Accountabilities ● Setting up, and leading, a newly created team in the business engagement, operational management and governance of the delivery of a new, future looking data, analytics, and insights capability (Power BI). Using data as a product to drive commercial strategy and strong financial outcomes. ● Driving data literacy and strategy across BT and providing important insights regarding BT competitors to the ultimate benefit of our clients and advisers. ● Working with stakeholders (product, development, sales, marketing etc) to understand data needs and ensuring these are prioritised, developed, tested via UAT, and delivered through the operational framework across the broader team.● Providing robust analytics support to drive business strategy, decision making, and outcomes. E.g Key performance metrics such as lead indicators, competitor results, investment performance &board reporting. Key Achievements● Launching the new Power Bi functionality to all of BT with having over 400 regular users and tens of thousands of views each month) post launch, with some expertly targeted reports (Online usage and metrics, practice flows, investment analytics, and digital efficiency)● Effectively solving the issue of staff who previously did not have access to data and reporting in a timely manner to do their role effectively. (2022 BT Data Survey)● Presenting to hundreds of people each month new analytics reports and insights that were delivered to ensure engagement.● Supporting and inspiring a team to deliver new ideas and presenting to the most senior stakeholders. Including in person with the CEO● Driving new reporting suites for Managed Accounts and Investment monitoring, including subtype. (E,g Equities, ( ETF’s, Stapled securities etc)

Key Accountabilities ● Creating data and market driven insights into the platform landscape and future BT initiatives, E.g. Managed Accounts, Adviser Experience, and Identifying performance improvement opportunities to influence stakeholders to drive outcomes.● Owner of prioritisation of BT product development initiatives● Preparing and coordinating external presentations and awards, E.g. Chant West.● Strategic input into Platform Development & prioritisation initiatives at BAU & project level aligning to BT objectives ● Engagement on project initiatives at senior leadership level.Key Achievements● Personal award winner for outstanding business support in resolving issues.● Refining the backlog to its lowest level; prioritising and closing the highest numbers of tickets ever in 3 months. ● BT was a Chant West finalist for Platform of the Year in 2022 and won digital app of the year, greatly down to our presentation.

Key Accountabilities ● Accountable for and driving end-to-end business deliverables within the required legal and regulatory frameworks; specifically focused on EOFY reporting and Tax Statements for advisers and clients. (IDPS & Super)● Product Lead Ensuring hundreds of thousands of IDPS and Super statements were delivered to all clients and advisers with the required legal time frame. ● Managing key stakeholders and ensuring positive product changes for our clients. These include Risk, Operations, Contact Centre, Distribution, Technology, Senior Management, Marketing, Legal, Tax & Advice and Product Development.● Implementing regulatory and legal changes for the platform, including PDS updates including expert input into business projects (E.g. Royal Commission, RG97 and RG 271). ● Escalation point for all areas of the business, to assist in making the right decisions, especially on tax reporting or client complaints.● Incident Management, including rectification, remediation, and communication. Key Achievements● In 2021, post Wrap Migration to Panorama, more EOFY financial and Tax statements (350,000+) were delivered across IDPS and Super clients than ever before, with more quality and speed than any prior year. ● Resolving a major incident that impacted over 1000 clients to the sum of circa $ 8million in only a few weeks. This resulted in an award for those who supported the rectification.

□Financial market analyst and trading financial market instruments with a firm understanding of margin lending and risk.□Constantly engaged in understanding how current events shape the way financial markets move.□Must be able to separate the ‘real’ information from many distractions.□Understanding the underlying structures and data releases from all over the world and then how to apply my view in the best possible way.□Understanding how most others trade and learning from their mistakes as well as your own.□Constantly learning and improving ways to implement my trading views

□ To source and analyse all relative information to present up-to-date and informative content on not only our niche but also on all our competitors.□ Research and examine financial data on stocks and companies.□ Advance knowledge of trader and client psychology. □ Develop and implement an effective marketing strategy.□ Develop and implement, in consultation with the Development Team, an effective targeting, cultivation and engagement strategy to guide, streamline and maximise support from clients and ensure processes are run cohesively and in an organised fashion.□ Manage all of the social media accounts: Twitter Facebook, Pinterest and Youtube.□ Initiate and build strong relationships with key clients.□ Create and upload weekly blogs and video informing viewers of market trends, videos of our unique view of movements (and potential causes of such) in the markets

□ Sole responsibility for monitoring and managing a wide variety of social media accounts (fifteen) on a daily basis (predominately twitter and Facebook), ranging in size; political accounts, car manufacturers, restaurants, cafes and more.□ Responsible for all brand management and accounts details; observing, engaging, maintaining and informing followers, potential followers and clients.□ Provide detailed monthly reports for each client which required the use of several media software systems.□ Engage, develop, maintain and nurture relationships with existing or potential clients.